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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Charles R who wrote (22312)	12/12/2000 1:54:11 PM
From: andreas_wonisch	Read Replies (1) \| Respond to of 275872

Chuck, Re: In other words, it reinforces my thinking on why flash should be spun off. Would you still invest in AMD (after the hypothetical flash spin-off) if they had to rely on their MPG alone? Andreas

To: Charles R who wrote (22312)	12/12/2000 5:36:21 PM
From: Cory Gault	Respond to of 275872

"Here is a group that continues to exceed expectations but does not get valued accordingly. Flash, in my estimate, is contributing to about 30-35 cents of the profit in Q4. How much would you value a business with forward earnings of ~$1.50 and is growing at 10%+ every quarter? In other words, it reinforces my thinking on why flash should be spun off." Agreed...spinning of the flash business would be the single most productive decision AMD could make at this time to increase shareholder value.